Providing Institutional Investors With Advice on Achieving Their Goals in an Era of Rising Interest Rates and Inflation
I went into the Summer of 2021 with a strong opinion that Interest Rates had bottomed in the Summer of 2020. I decided to go on a speaking tour to warn investors on the likelihood of troubles in the bond market and the potential for a Great Reset in the Equity and Housing Markets. My speaking tour concluded in June of 2022. I have started to advise clients on how to modernize their portfolios in a market environment very different from what we have seen in the past 40 years.
My trilogy of presentations on low interest rates and the potential hazards to investment portfolios is now at an end. I have documented my calls on Real Estate, Equities, Bonds and Bitcoin from October 2021 to April of 2022. I am proud to say that many of my calls were extremely accurate. My goal now is to help Institutional Investors modernize their Investment Strategies so that are better prepared for a period of rising interest rates and inflation.
Calling the pending correction in Bonds, Equities and Real Estate in October 2021 was a relatively easy call. The markets were over-stimulated by loose Monetary Policy by Central Banks and inflationary pressure were sure to build. What is difficult is determining what comes next. Investment Portfolios should be constructed to be less dependent on declining interest rates. I suggest to all my clients to do risk management assessments on their investment holdings by reviewing your Investment Strategy holdings, stress testing their assumptions and to be prepared for a variety of outcomes.